With over 10 years of experience and dual law and accounting degrees, Shelton Swafford Chambers serves as a trusted advisor for high net worth clients and family-owned businesses. Shelton advises clients in all areas of estate and tax planning, including dynasty trusts, charitable trusts, and family governance structures. Clients turn to Shelton as a reliable resource and guide for a wide range of matters, including helping families navigate multigenerational wealth preservation, general consulting for closely held business owners, trust planning and administration, estate planning and gifting techniques for high net worth families, charitable planning and governance, and federal estate and gift tax returns. Shelton also routinely works with family businesses on succession planning, helping them navigate the dynamics and tensions that may arise between active and non-active business owners and across generations.
Taking great care of her clients' most personal and private information, Shelton anticipates her clients' needs and acts according to their wishes, serving them with the highest levels of confidentiality and integrity. No day is the same — from communicating health care wishes for an adult child in the hospital to advising a family member going through a divorce to coordinating care for a child with special needs. With a strategic, yet personable approach, she helps her clients create legacies that not only benefit future generations but give them the tools to act responsibly and with great care for what they've been provided of their unique situations.
Shelton makes it her primary goal to develop a deep and connective relationship with clients to understand what is most important. Serving clients all over the world, She strives to provide comfort and a sense of security, whether it's for short-term needs or long-term goals. Known for her collaborative nature, Shelton is the first person clients call because they know she will do everything in her power to effectively and efficiently find the resources needed.